MA

Mutual Advisors Portfolio holdings

AUM $4B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.56B
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,069
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$12M
3
+$10.6M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$7.77M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$6.35M

Top Sells

1
+$25.4M
2
+$9.76M
3
+$6.08M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.33M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$4.52M

Sector Composition

1 Technology 10.8%
2 Financials 6.26%
3 Consumer Discretionary 3.68%
4 Healthcare 3.31%
5 Communication Services 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.18M 0.16%
70,967
+41,010
127
$4.17M 0.16%
227,605
+4,662
128
$4.15M 0.16%
151,503
-4,610
129
$4.14M 0.16%
43,932
-28,394
130
$4.08M 0.16%
26,896
+1,322
131
$4.06M 0.16%
59,254
-470
132
$4.03M 0.16%
38,443
-5,151
133
$4.03M 0.16%
14,765
+296
134
$4.03M 0.16%
80,835
-846
135
$3.97M 0.16%
81,214
-3,329
136
$3.9M 0.15%
167,901
+2,440
137
$3.87M 0.15%
58,062
+2,930
138
$3.86M 0.15%
53,325
-742
139
$3.85M 0.15%
228,024
+38,259
140
$3.82M 0.15%
224,722
-1,310
141
$3.8M 0.15%
165,525
+2,309
142
$3.78M 0.15%
75,810
+16,730
143
$3.77M 0.15%
67,281
+2,031
144
$3.76M 0.15%
43,553
-7,953
145
$3.72M 0.15%
142,661
-116,140
146
$3.72M 0.15%
50,832
+5,756
147
$3.72M 0.15%
77,268
+6,560
148
$3.71M 0.14%
70,666
+42,739
149
$3.71M 0.14%
38,262
-1,321
150
$3.7M 0.14%
145,678
+29,453
4 5
6
7 8